OPM - Make to Order

Make to Order(Process Manufacturing) Demo Script (Internal)

Copyright © Oracle Corporation, 2009. All rights reserved.

Make to Order (Process Manufacturing) Page 1

Table of Contents Make to Order Purchase to Pay with Acquisition Costs (Process Manufacturing) [EDUM0062] 05-Nov-2004....... .......1 Purchase to Pay with Acquisition Costs (Process Manufacturing).............................................................................1 Create a New Lot for OPM Item.................................................................................................................................2 Verify/Open AP Accounting Period...........................................................................................................................4 Verify/Open AP Accounting Period...........................................................................................................................5 Start Demo From adsweb............................................................................................................................................6 Start Demo From adsweb............................................................................................................................................7 Start Demo From adsweb............................................................................................................................................9 Start Demo From adsweb..........................................................................................................................................10 Flowchart..................................................................................................................................................................12


Make to Order (Process Manufacturing) Page i

Make to Order (Process Manufacturing) Document Control Date

03-Mar-2009

Owner

App Release

Shailendra Naithani

12.1.1

19-Mar-2009

Version

Change Reference

v1.0

Reviewed Jason’s script and scripted as per Tutor Author

V1.0

Finalized script

Objective The purpose of this product demo script is to demonstrate the integration between Order Management and OPM Process Execution. At R11i, the OPM logistics module introduced the ability to create a Production Batch or Firm Planned order specific to a sales order. In R12.1.1, this functionality has been upgraded to offer a Manufacture to Order flow within the Converged Inventory framework. This flow demonstrates the creation of a Production Batch or Firm Planned order in response to an order line and reservation of the order line to the planned production supply. This enables the Customer Service Representative to have visibility of a production batch associated to a sales order line. It also facilitates the customer service representative to relay information such as Planned / Actual start date, planned Completion date and the yield lot number of a production batch back to the customer.

What's New? N/A

Pitfalls N/A

Assumptions None

Related Business Flows (Optional) N/A

Related Documents ADS DemoDocs > Unlimited > E-Business Suite > Manufacturing

Pre Demo Steps (Optional) Copyright © Oracle Corporation, 2009. All rights reserved.


Define Make to Order Rules Define Make to Order Rules 1.

Log into Oracle Applications Portal Field

2.

Value

Username

process_ops

Password

Welcome

Responsibility

Production Supervisor

Setup a new Make to Order Rule •

(N) Production Supervisor> Setup > Make to Order Rules

•

Setup the following data

Field

Value

Rule Name

MTOBIGMART

Batch/FPO

Batch

Check Availability

Checked

Firmed

Checked

Auto Lot Generation

Checked

Copy Attachment

Checked

SO Attachment Name

Short Text

Batch Attachment Name

Batch Header Info

Assignment Region

Warehouse

PR1

Item Number

9010

Customer

BIGMART

Ship to Site

MAINSHIP

•

Save Record

•

Close Form



3.

Schedule Process Manufacturing Make to Order Concurrent request This program assesses the booked order line to determine if it qualifies for Make to Order processing based on the make to order rules assignments as done in the previous step. In case the order line qualifies by virtue of multiple assignments, the most granular/specific assignment will take priority in determining which rule to use. For example, if the rule is assigned to a particular customer and ship to site field is left blank, the rule is applied to all the sites of the customer. (N) Production Supervisor > Concurrent Programs > Run > Org PR1>Single Request> Process Manufacturing Make to Order •

•

Enter the following parameters Field

Value

Operating Unit

PRU-Vision Process Industries (US)

Accept the other parameters as default (B) Schedule Field

Value

Run the Job

Periodically

Rerun Every

1 Minute(s)

Apply the Interval

From the completion of the prior run

(B) OK Ignore the caution message. (B)Submit



Setup Profile Options Verify/Setup Profile Options 4.

Switch Responsibility to System Administrator •

(I) Switch Responsibility Field

Value

Responsibility

5.

System Administrator

Review/setup the profile option •

(N) System Administrator> System>Profiles

•

At User Level. Select user as process_ops MO: Set Client_Info for Debugging Yes



Setup – Workflow Event & Subscriptions Setup – Workflow Event & Subscriptions 6.

Switch Responsibility •


Value

Responsibility

7.

Workflow Administrator Web Applications

Create/Review the workflow event and subscription for batch reservation notification generation to the customer service representative •

(N) Workflow Administrator Web Applications Administrator Workflow>>Business Events

•

Enter/review the status of the event “GME Batch Supply Reservation No tification Business Event” and its subscription. It is required for creating a n otification to the Customer Service Representative advising on the Batch creation and providing details such as cross-reference between the Sales order and Batch numbers, and the yield lot numbers.

•

Close Window

If Pre Demo Steps complete, goto task #8. Otherwise, goto task #1.

Begin Demo Copyright © Oracle Corporation, 2009. All rights reserved.


Start Demo From adsweb Start Demo From adsweb 8.

(H) http://adsweb.oracleads.com Opens ADSWEB home page

9.

(H) 12.1.1 Launchpad •

Select Machine (LOV)

•

Select Instance (LOV)

•

(B) Launch Demo

Opens ADS Launchpad Portal page



Enter and Book a Sales Order Enter and Book the Sales Order 10. Switch Responsibility •


Value

Responsibility

Order Management Super User, Process Operations (USA)

Order Management module opens 11. Create a Sales Order Header •

(N) Orders, Returns > Sales Orders Sales Order form opens Field

•

Value

Customer

Bigmart

Order Type

Standard(Process)

(I) Save Discuss how Defaulting rules were defined to automatically populate the fields in the order screen such as bill to and ship to details, order type, price list, for but these can be changed. Go to the others tab and show that the Warehouse field is defaulted to PR1(Ship from Org)

12. Create Sales Order Line(s). •

(T) Line Items Field

Value

Ordered Item

9010

Quantity

100

If auto-scheduling is on, note the Availability Date. If it differs from the Request date, change the request date to match the availability date. If auto-scheduling is off, click on the Availability button. Note the Availability Date. If it differs from the Request date, change the request date to match the availability date.



Immediately after entering the item number and quantity, standard pricing information is displayed on the screen Discuss how Defaulting rules were again used to automatically populate the fields in the screen such as the price list, request date and line type. Explain that the rules can be created to meet particular business requirements and increase productivity by eliminating unnecessary data entry. 13. Save Order The order line is saved Note the Order Number that is assigned 14. Book Order and exit from the form •

(B) Book Order Process Message appears indicating that the Quantity on Hand fails to satisfy the reservation and that the order has been booked.

•

(B) Continue



Review the Batch Created Review the Batch Created 15. Switch Responsibility •


Value

Responsibility

Workflow

16. Review the Production Batch Creation Notification •

(N) Workflow> Advanced Worklist View Notification with subject- A new Production Batch has been created

•

Click on link to review the batch creation details

Note: This is an example screenshot. Note the batch number against the sales order created in previous step



Review the Reservation between the Batch and Sales Order Review the Reservation Between Batch and Sales Order 17. Switch Responsibility •


Value

Responsibility

Inventory Super User (Process Operations)

18. Review the reservation record between Sales Order and Batch •

(N)Inventory Super User(process operations)>On-hand Availability>Reservations

•

Select Organization as PR1. Find Reservations window is opened. Enter the following information Field

Value

Item

9010

Supply Source type

Job or schedule [Select the record with WIP Entity Type Name as Process batch]

Supply source header

Demand Source type

Sales Order

•

Press the Find Button

•

Go to Demand Tab and review the Sales Order demand. Please refer to the Sales Order number that was created in initial steps

Note: This is an example screenshot. Note refer to the sales order number created in previous step



•

Go to Supply Tab and review the production batch details created as Supply Note: This is an example screenshot. Note the batch number created by Make to Order functionality

End of activity.

Demo Support Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.



Flowchart Start Define Make to Order Rules Log into Oracle Applications Portal (1) Setup a new Make to Order Rule (2) Schedule Process Mfg Make to Order Concurrent request (3)

Verify/Setup Profile Options Switch Responsibility to System Administrator (4) Review/setup profile option (5)

Setup – Workflow Event & Subscriptions Switch Responsibility (6) Create/Review workflow event & subscription for batch reservation notification generation to Cust Serv rep (7)

Start Demo From adsweb

Review Reservation Between Batch & S.O.

(H) http:// adsweb.oracleads.com (8) (H) 12.1.1 Launchpad (9)

Switch Responsibility (17) Review reservation record between S.O. & Batch (18)

Enter & Book S.O. End

Switch Responsibility (10) Create a S.O. Header (11) Create S.O. Line(s). (12) Save Order (13) Book Order & exit from form (14)

Review Batch Created Switch Responsibility (15) Review Production Batch Creation Notification (16)



OPM - Make to Order

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